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CIK: 0002054946
Total reported value
$683.4M
$683.4M
173 檔
17.7%
According to the latest 13F quarterly dataset, Burling Wealth Partners, LLC managed an equity portfolio of $683.4M at the end of Q2 2025, spanning 173 distinct U.S. exchange-listed positions.
During Q2 2025, Burling Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.09% | -0.40% | +5.14% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.63% | +0.17% | +4.63% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.42% | +0.18% | +1.28% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.63% | +0.19% | +29.92% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.56% | +0.16% | -0.11% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.36% | +0.02% | +2.22% | |
| 7 | BX | Blackstone Inc | Stock-Financials | 2.68% | -0.16% | +0.38% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.59% | +0.39% | +3.27% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.57% | +0.27% | -1.14% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.44% | +0.24% | -2.33% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 2.14% | -0.34% | +1.49% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.89% | -0.18% | +16.57% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.85% | -0.11% | +7.69% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.66% | +0.12% | +68.98% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.64% | +0.30% | +3.98% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.60% | +0.07% | +6.11% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.50% | +0.36% | +15.74% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.45% | +0.17% | +21.94% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.36% | -1.22% | EXIT | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.34% | -0.06% | +6.41% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.21% | +0.12% | -1.61% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.12% | — | +12.97% | |
| 23 | ROP | Roper Technologies Inc | Stock-Tech | 1.09% | -0.02% | +11.83% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | +0.74% | +14.79% | |
| 25 | INTU | Intuit Inc | Stock-Tech | 1.04% | -0.41% | EXIT | |
| 26 | CME | Cme Group Inc | Stock-Financials | 1.03% | -0.23% | -8.80% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.02% | -0.25% | +747.34% | |
| 28 | WM | Waste Management Inc | Stock-Industrials | 0.99% | -0.12% | +24.02% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | -0.08% | -3.38% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.97% | -0.14% | +21.86% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.90% | -0.15% | -4.40% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.90% | -0.15% | +9.62% | |
| 33 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.88% | -0.14% | +5.25% | |
| 34 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.85% | -0.22% | +24.91% | |
| 35 | AMT | American Tower CORP | Stock-Real Estate | 0.81% | -0.06% | -11.94% | |
| 36 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.81% | +0.22% | +9.65% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.81% | -0.17% | +13.98% | |
| 38 | ZTS | Zoetis Inc | Stock-Healthcare | 0.78% | -0.37% | EXIT | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | -0.57% | +9.48% | |
| 40 | ITW | Illinois Tool Works | Stock-Industrials | 0.76% | -0.11% | -0.72% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.07% | -8.05% | |
| 42 | ARES | Ares Management CORP - A | Stock-Financials | 0.66% | — | +18.91% | |
| 43 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.66% | -0.03% | +9.94% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | +0.01% | -15.03% | |
| 45 | SYK | Stryker CORP | Stock-Healthcare | 0.64% | -0.03% | +28.15% | |
| 46 | VLTO | Veralto CORP | Stock-Industrials | 0.63% | — | +4.51% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.62% | -0.91% | EXIT | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.60% | +0.39% | -2.90% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.06% | -8.17% | |
| 50 | ICE | Intercontinental Exchange In | Stock-Financials | 0.59% | -0.12% | -1.34% |
According to official SEC Form 13F filings, Burling Wealth Partners, LLC reported a total U.S. public equity portfolio value of $683.4M across 173 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, AAPL) accounted for 17.7% of total reported equity market value during Q2 2025.
During Q2 2025, Burling Wealth Partners, LLC's top holdings by market value included MSFT (6.1%)、AMZN (4.6%)、AAPL (4.4%). The largest single position, MSFT, represented 6.1% of total portfolio value.
In Q2 2025, Burling Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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